Adapt Wealth Advisors, LLC Sells in Q1 2025

Adapt Wealth Advisors, LLC

  • $205 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
-202
- 0.5%
$92.71 - $107.38 $18.7K - $21.7K
40.2K $3.73B
NVDA
Nvidia Corp

Technology
-1.06K
- 11.83%
$106.98 - $149.43 $113K - $158K
7.87K $852M
AAPL
Apple Inc.

Technology
-254
- 3.92%
$209.68 - $247.1 $53.3K - $62.8K
6.23K $1.38B
GBIL
Goldman Sachs Access Treasury

ETFs
-2.37K
- 39.33%
$99.85 - $100.19 $237K - $238K
3.66K $367M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.52K
- 14.36%
$53.6 - $58.97 $189K - $208K
21K $1.15B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5
- 0.07%
$507.05 - $563.67 $2.54K - $2.82K
7.11K $3.66B
IWM
Ishares Russell 2000 ETF

ETFs
-42
- 0.56%
$198.1 - $229.79 $8.32K - $9.65K
7.52K $1.5B
JHMM
John Hancock Multifactor Mid C

ETFs
-1.88K
- 16.89%
$55.69 - $63.12 $105K - $119K
9.27K $531M
VB
Vanguard Small Cap ETF

ETFs
-302
- 11.5%
$217.89 - $252.64 $65.8K - $76.3K
2.32K $515M
MSFT
Microsoft Corp

Technology
-98
- 8.6%
$375.39 - $447.2 $36.8K - $43.8K
1.04K $391M
CRM
Salesforce, Inc.

Technology
-5
- 0.4%
$268.36 - $359.95 $1.34K - $1.8K
1.24K $332M
XLU
Utilities Sector Spdr

ETFs
-1.47K
- 9.53%
$74.7 - $80.27 $110K - $118K
14K $1.1B
HON
Honeywell International Inc

Industrials
-113
- 9.45%
$202.75 - $226.52 $22.9K - $25.6K
1.08K $229M
WMT
Walmart Inc.

Consumer Defensive
-180
- 5.63%
$84.5 - $105.05 $15.2K - $18.9K
3.02K $265M
GLW
Corning Inc

Technology
-152
- 3.19%
$44.91 - $54.25 $6.83K - $8.25K
4.61K $211M
XOM
Exxon Mobil Corp

Energy
-664
- 10.94%
$105.44 - $118.93 $70K - $79K
5.4K $643M
VIG
Vanguard Dividend Appreciation

ETFs
-5
- 0.15%
N/A
3.42K $662M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-801
- 0.73%
$27.01 - $28.54 $21.6K - $22.9K
109K $3.04B
DUK
Duke Energy Corp

Utilities
-209
- 3.01%
$105.87 - $121.97 $22.1K - $25.5K
6.74K $822M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-1.36K
- 3.11%
N/A
42.6K $3.36B
JNJ
Johnson & Johnson

Healthcare
-38
- 0.23%
$142.06 - $167.7 $5.4K - $6.37K
16.5K $2.74B
Activity Summary
Buys All Purchases 23 New Holdings 1 Increased Positions 22 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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